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Arlington Family Financial Services

Browse these family financial services with great ratings from Thumbtack customers in Arlington.

Top Pro
Jofi Joseph CPA Tax Services
4.9
from 106 reviews
  • 3 years in business
  • 191 hires on Thumbtack
  • Top pro on Thumbtack
Donald B.
Verified review

Jofi, was excellent! Top quality service and communication. His price was more competitive than more commercial tax companies, and his service and knowledge was twice as good. I hope to use his services again in the future for my tax needs.

Fidelis CPA
4.8
from 45 reviews
  • 5 years in business
  • 97 hires on Thumbtack
Chinedu I.
Verified review

As a new business start up I needed a CPA firm to help set up my books and handle my IRS filings, and I was referred OH Partners CPA. They did an excellent job in setting up and my books and bringing my taxes up to date in a very timely manner. I have had very easy access to them and they return my calls promptly and communicate in a courteous manner. They have also been very helpful in working with my bank to meet my financial reporting requirements by providing accurate financial statements to the bank for my line of credit.

Top Pro
Fi-Tech Business Solutions
4.9
from 34 reviews
  • 28 years in business
  • 109 hires on Thumbtack
  • Top pro on Thumbtack
Loretta G.
Verified review

We needed our personal and business taxes completed. Serena of Fi-Tec Business Solutions is a wonderful fit for my family and our business. Serena is professional, prompt and the interview process was a snap. Serena is knowledgeable and a delight to work with. I look forward to a long and healthy relationship. Thanks Thumbtack!

  • 25 hires on Thumbtack
James B.
Verified review

Absolutely amazing moving company! I was worried no one would take such a small job on short notice. However Adrian of Checkmate Professional Services came to our rescue. Adrian arrived 5 minutes early with all of his equipment. He was very professional and asked questions to make sure he was doing everything to our specifications. He helped us move and setup a 350lb outdoor fountain. My wife and I are very grateful for his company. We highly recommend them.

Top Pro
  • 2 years in business
  • 22 hires on Thumbtack
  • Top pro on Thumbtack
Wayne T.
Verified review

SCN Investments is as professional as they come. Ms Shaleena answered all my questions and did all the hard work. I'll use SCN again and refer her to all my family and friends. OUTSTANDING!

  • 5 years in business
  • 14 hires on Thumbtack
Matthew M.
Verified review

be happier with the services Edge Financial & Management has provided me. I hired this company in March to reconcile my books, because they were sub par at best... and honestly a complete nightmare from the last accountant. I can't say enough about the professionalism and the attention to detail this firm provides. They're responses to my inquires and concerns have been outstanding. I plan to use this firm to help keep my book organized moving forward. If you want a company that really pays attention to detail, and is looking out for your best interest give them a call!

  • New on Thumbtack
Chris B.
Verified review

Balanced Financial Solutions was very knowledgeable, prepared my tax return quickly, and charged a reasonable price. I wouldn't hesitate to use them again!

Accurate CPA Services
5.0
from 2 reviews
  • 7 years in business
  • 2 hires on Thumbtack
Michelle C.
Verified review

Accurate CPA services has been doing my business accounting for the past 3 years. I am very happy with the work they do. I highly recommend this service.

Douglas and Associates, LLC
5.0
from 2 reviews
  • New on Thumbtack
Michele R.
Verified review

I am more than pleased with the services I have received from Douglas & Associates. They have been doing my taxes for over 20 years and I wouldn't have it any other way. Professional, knowledgeable, helpful, accurate and most of all timely. I've referred them to several others and will continue to do so. It's comforting to know that your taxes are being handled properly. I look forward to working with Douglas & Associates every February; it's always a happy new tax year for me and my family. Always!

Sera Capital
5.0
from 6 reviews
  • 28 years in business
  • New on Thumbtack
Jon F.
Verified review

Working with Carlos is very different from the cookie cutter Edward Jones/HSBC/big broker advisory experience. My family and I are very lucky to have been able to work with him. It gives me great peace of mind to have a manager of his caliber and also know that my children will be able to work with his son after I'm gone.

Digits Consulting LLC
5.0
from 1 review
  • 3 hires on Thumbtack
Nick G.
Verified review

I had a great experience working with Hardik on my family taxes for 2018. We submitted the project on Thumbtack and Hardik was very responsive to all of my questions before deciding to move forward with him. I really appreciated the advice he provided prior to selecting him compared to other's who wanted a commitment before helping out. We processed the entire transaction over the phone & through email which made things very convenient for me & my wife's crazy work schedules. I would recommend him to friends & family.

  • New on Thumbtack
Joyce A.
Verified review

I and my family are completely satisfied with the financial guidance given by Nick Wilson. His knowledge is sound and he offers advice that is sensible and clear. Our association with Mr. Wilson afforded us the individual direction we had not received from any other financial agent or organization. He is someone you can trust to get you through the murky waters of planning for a secure future and retirement. JA

Business Help, Inc.
4.0
from 6 reviews
  • 23 years in business
  • 5 hires on Thumbtack
Giselle P.
Verified review

Business Help, Inc. provides thorough, knowledgeable and detail oriented bookkeeping and accounting services. While they have recently downsized staffing, the owner, James Landfield has taken over much of the direct service for my agency. Despite the decrease in staffing capacity, he as been able to maintain deadlines and work collaboratively with myself and my staff, both on-site and off-site.

  • 14 years in business
  • New on Thumbtack
About

Dave Ramsey's SmartVestor Pro and independent financial planner and advisor- we stand only for objective advice and help in our community

About

I have a Bachelor of Science in Accounting/Finance degree and am a registered tax preparer with IRS and an e-file provider. I have worked and have experiences with both commercial and government contractors for over 14 years. I'm specialized in accounting, audit, payroll, bookkeeping, individual and corporate tax preparation, setup of new business entity and more. Please inquire for more information. Thank you!

  • New on Thumbtack
About

I am a seasoned professional. I care about the needs of my clients and put their needs first.

  • New on Thumbtack
About

I specialize in personal financial consulting, bookkeeping and tax preparation (1040, 1040A, 1040EZ and Schedule A, B, C, D and E).

  • New on Thumbtack
About

I am dedicated, efficient and an accurate with figures. I am loyal to my customers.

About

We provide full-service tax preparation, consultation, IRS audit resolutions, 50 state tax filing, small business compliance, bookkeeping, small business payroll, credit restoration, budget analyst, and audit services.

About

We specialize in educating people about living benefits, equity indexing, maximizing income and minimizing taxes.

  • New on Thumbtack
About

Educates and provides plan in their financial goal

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